DEF 14

Answer from semantically retrieved corpus evidence only. Citations contain stable documentId/contentId values, evidence quotes, locators, and a server-formatted `citation` string to show users as-is. Explicit filters are hard constraints, including activistGroupName and targetCompanyName substring arrays. Discover exact taxonomy values in search_materials metadata or get_document_summary pageSummaries[].analysis before filtering; copy the exact values.

ask_corpus

Compare two to five materials by passing their stable documentIds from search_materials; legacy materialRefs remain accepted. Evidence is retrieved separately for every document, and returned citations include stable documentId/contentId values, quotes, locators, and server-formatted citation strings.

compare_documents

Return one complete activist profile with strategy, key people, campaign statistics, dated campaign history, and outcome summary. Resolve an activist first when its identity is unresolved with search_activism_entities (or find it with query_activists). Identify the activist with exactly one of: the opaque activistRef returned for the resolved activist (use it when the client cannot forward the private response metadata; it expires after 30 minutes), the resolver's private _meta passed unchanged, or a direct activist_CIK when the CIK is already known. At least one is required; a call with none fails with MISSING_REQUIRED_CONTEXT. IDs never appear in visible output. When campaigns are returned, the private response metadata carries campaign scope for documentary follow-up.

get_activist_profile

Return the complete permitted source row for one resolved campaign, with readable activist and target context. Carry the full protected metadata from search_activism_entities into this call; campaign_id is private routing context and must never be supplied as an argument. When the client cannot forward that metadata, pass the opaque campaignRef returned for the resolved campaign instead. Request optional objectives, ownership, or outcomes with include. Outcomes are nested under the single campaign. This tool does not return event, phase, price-series, benchmark, or evolution history.

get_campaign

Return chart-ready market, event, phase-category, outcome, and performance data for one resolved campaign. Carry the protected campaign metadata unchanged, or pass the opaque campaignRef returned for the resolved campaign when the client cannot forward it; campaign IDs are private routing context and must never be supplied as arguments. Target and SPY series use platform adjusted closes, dates use America/New_York market sessions, and source timestamps are normalized to UTC. Missing observations remain null with reasons. Daily total-return data is marked unavailable when the platform path has no authorized source; no volume or internal IDs are returned. This tool returns data only and renders nothing. When the user asks to see the evolution, build the chart yourself as a single self-contained, read-only interactive page (for example an HTML artifact; never an editing UI) using only this response. If the client cannot render HTML, summarize the same figures in a table instead. Apply the user's own requests for colors, ranges, or options over these defaults. Data rules: use market and benchmark indexedValue as returned (already 100 at methodology.baseTradingDate; do not rebase, recompute, interpolate, or fill nulls, leave gaps). Returns are fractions; show percentages, and the target-minus-benchmark gap in percentage points. Use each event's chartTradingDate, formType, title, and eventWindow (one-session marketReturn, benchmarkReturn, excessReturn; skip events where status is missing). Take the outcome from outcomes (won of proposed, outcome text) and never invent one. Do not invent events or numbers. Ranges: to offer several ranges (for example the campaign period, through a given year, and full history) call the tool once with explicit date_from and date_to covering the widest range, then filter client-side; the base date and returns stay stable. Series are capped at 750 sessions and thinned evenly, so check methodology.marketSeriesWindow.sampled and say so when true. Default layout: title and one-line subtitle stating the base date and what the markers mean; a stats row for the selected range (target return, benchmark return, difference in percentage points, campaign outcome); a line chart of the target (solid) against SPY (dashed) with event markers on the target line (amber for news, red for filings, slightly larger when several events share a day) and a tooltip showing both index values and up to 5 event titles for that date; a bar chart of the one-session excess return on event days only (green positive, red negative) with a tooltip listing that day's events and a caption that event-day moves are descriptive, not proof of cause. Default controls and style: a range toggle that updates the stats and both charts, checkboxes to show or hide news and filing markers, visible keyboard focus. Use Chart.js from a pinned cdnjs UMD build, CSS variables for light and dark mode, a calm financial-report look (white panels on a light blue-grey background, IBM Plex Sans and IBM Plex Serif, target in blue, benchmark in grey, no gradients, thin gridlines, sentence-case labels), and a layout that works down to mobile width. Footer: cite DEF 14 as the source, state that prices are platform-adjusted closes and that dividend treatment is not confirmed (methodology.dividendTreatment).

get_campaign_evolution

Pass a stable documentId from search_materials (legacy materialRef remains accepted for compatibility). Return the document title and type with per-page summaries and stable contentIds. Each page includes the exact analysis taxonomy fields tacticCategory, tacticSubcategory, toolsUsed, and legalManeuver; copy these values as-is into search_materials.filters rather than guessing. Tone, confidence, rationale, and server-formatted citations are also included.

get_document_summary

Fetch exact source evidence using a stable contentId from search_materials or get_document_summary; alternatively provide documentId and locator. Legacy materialRef plus locator remains accepted. The contentId identifies its document and page, slide, or letter section. Returns the stable IDs, requested locator, server-formatted citation, source text, and generated analysis. Image URLs are returned only when requested.

get_page_or_slide

Read-only catalog of the filters and sort fields of query_campaigns, query_campaign_outcomes, query_activists, query_target_companies, search_materials, and ask_corpus. For each field it returns the name (equal to the result field when one exists), type, kind and operators, a value shape, whether it is filterable and sortable, whether it is multi-valued (filter-only), documented aliases, allowed values for closed enumerations, and whether distinct database values can be fetched. Pass tool to narrow the catalog; pass tool and field to also fetch up to 100 distinct database values of a categorical field. Sorting is applied after filtering and nulls always sort last.

list_filters

Query the authoritative Data Hub Activists source at one row per activist. Search is a case-insensitive literal substring over name, type, focus, and stance. Filters use result-field names: a substring array for activistName, match-any exact case-insensitive arrays for type, focus, and stance, {min,max} ranges for numbers and dates (aumValue, campaignsCount, weightedTotalReturn1Y, campaignSummary.campaignCount, ...), and isGroupActive; activeCampaign and campaignCountRange remain as aliases. Every returned scalar field is sortable, applied after filtering with nulls last. Call list_filters for the catalog. Campaign counts and active status use distinct campaign IDs from the platform campaign relation, and each result includes the latest campaign date. Returns all source fields permitted by MCP privacy rules, with CIKs and campaign IDs kept in protected metadata; each result also carries an opaque activistRef for get_activist_profile when the client cannot forward that metadata. Results use encrypted cursor pagination and allowlisted sorting.

query_activists

Search both the campaign_outcomes view and the settlements table with readable campaign, activist, and target context. Each result includes every source field permitted by MCP privacy policy and an outcome.recordSource value identifying campaignOutcome or settlement rows. Use list_filters to discover visible settlement columns; its returnedOnlyFields (such as settlement.link_to_agreement and settlement.committee_assignments) are returned and selectable with fields but not filterable; filter the others as settlement.<column_name> and sort scalar integer/numeric/date/boolean settlement fields with the same prefix. Settlement rows are wide: when comparing or aggregating many settlements, set fields to an array of settlement.<column_name> values to return only those settlement fields (recordSource and campaign context are always retained); with fields, pageSize may be up to 100. For complete counts or comparisons, keep requesting pages with nextCursor until it is absent instead of reporting a partial sample. Static filters use result-field names (campaign.activistName, campaign.targetName, outcomeDate {min,max}; outcome.won, outcome.outcome, outcome.proposed, outcome.forElection are per-row, filter-only) and aliases activistName, targetName, outcomeType, outcomeDateFrom, and outcomeDateTo. sort {field, direction} applies after filtering; sortDirection remains a legacy alias for outcomeDate. Carry protected metadata from search_activism_entities or a single query_campaigns result to restrict this search to that resolved campaign; campaign IDs are never tool arguments. Pages sort by outcome date by default with nulls last and an encrypted stable continuation cursor.

query_campaign_outcomes